Compare · 3 funds side by side · dividends reinvested

NOVZ, HELO and VOO

NOVZTrueShares×HELOJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

NOVZ, HELO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

TrueShares Structured Outcome (November) ETFDefined Outcome · Hedged equity0.79%3.35%+7.1%+6.9%+17.4%+9.7%−6.7%9.8%$37M2.0

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: NOVZ 2020 · HELO 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (November) ETF · $37M$15,867

NOVZ

HELO

JPMorgan Hedged Equity Laddered Overlay ETF · $4.8B[…]

$10,000 five years ago, dividends reinvested

NOVZMeasureHELO

+7.1%Year to dateJan 1 → Nov 3+4.2%

+6.9%1 yearTotal return+5.7%

+17.4%3 years · per year$10,000 became $16,184 · $14,415+13.0%

+9.7%5 years · per year$10,000 became $15,867 · […][…]

0.79%Expense ratio$79 · $50 a year on $10k · lower is better0.50%

3.35%Trailing 12-mo yield$335 · $57 a year on $10k0.57%

−6.7%Worst dropSmaller is better−5.8%

9.8%VolatilityLower is calmer7.2%

NOVZHELO Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3NOVZ wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NOVZ vs HELO: Top 5 Holdings

Today

NOVZ

[…]in top 5

HELO

in top 528.2%

NOVZStockHELO

not top 5NVDA7.9%

not top 5AAPL7.2%

not top 5MSFT6.5%

not top 5AMZN4.0%

not top 5AVGO2.5%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

NOVZ vs HELO Returns, Every Period

TrueSharesNOVZ

+6.9%

past year

HELOJ.P. Morgan

+5.7%

past year

NOVZHELOFaded: behind in that period

3–0NOVZ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: NOVZ vs VOO

YTD

TrueSharesNOVZ

+7.1%

VOOVanguard

+11.5%

+7.1%Year to date+11.5%

−6.7%Worst drop · 1Y−8.9%

9.8%Volatility · 1Y12.7%

3.3%Yield1.1%

$36.6MAssets$1.00T

3–1NOVZ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NOVZ, HELO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HELO0.50%$50

NOVZ0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: NOVZ, HELO, VOO

3.35%highest, NOVZ

FundTrailing yieldYield$10k

NOVZ3.35%$335

VOO1.07%$107

HELO0.57%$57

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$256most kept, NOVZ

NOVZ$335 − $79 = $256

VOO$107 − $3 = $104

HELO$57 − $50 = $7

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: NOVZ, HELO, VOO

Today

65.0%most shared, HELO and VOO

NOVZHELOVOO

NOVZ—[…][…]

HELO[…]—65.0%

VOO[…]65.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

HELOWorst drop−5.8%7.2% vol

NOVZWorst drop−6.7%9.8% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

NOVZVOO

+7.1%Year to date+11.5%

3.3%Yield1.1%

+6.9%Past year+11.9%

0.79%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026